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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello. What are your best recommendations for ETFs that focus on dividend growth companies?
Read Answer Asked by Robert on January 15, 2024
Q: CSU market cap has grown from 55 Billion to 75 Billion over the past three months. Have the companies fundamentals improved enough to justify a 20 billion increase? This would imply transformational developments. This move seems excessive to me and I am trying to understand what is behind it.

Thanks.
Read Answer Asked by Joel on January 15, 2024
Q: You answered Cathy's question about Nutrien on January 12, and I have a similar question. I met someone last week who works for Nutrien, and states that the company is in trouble and starting to sell off some of its businesses in various communities. I am not sure if there is any validity to this statement and curious if your research shows otherwise.
Read Answer Asked by Marjorie on January 15, 2024
Q: At what price does Laurentian Bank become interesting? Yeah, they've had problems but the dividend is pretty high and a while ago you though it was somewhat secure. It is trading at a ten year low price. Plus, if I have the right book value, we have a bank selling well below book value.

Don Coxe used to like quoting Stein's law which says "that which cannot continue will cease." Any thoughts as to how that might play out for this bank? (sell to somebody or eventual price rise or quietly disappearing...)
Read Answer Asked by David on January 15, 2024
Q: 5i you don't have to post this publicly as I don't want to offend anyone or shame people from asking questions. For the first 8mos after LMN was spun out from CSU investors could have bought Lumine for under $21. Now that it's over $30; apparently, it's too late?

CSU went from $20 to $3500 in 15yrs but buying LMN.v at $30 is paying too much. I'm not saying LMN will follow the same trajectory but investors familiar with the CSU story would love to be able to go back in time to buy CSU at $30.

Read Answer Asked by David on January 15, 2024
Q: Do you have a number for the projected earnings for HPS.A?

Also ,price to forward sales ratio for CSU, and current debt to equity(and how does that compare to a year ago)?

Thanks
Mike
Read Answer Asked by michael on January 15, 2024
Q: Portfolio Analytics indicates that across our accounts, we are overweight in the Financial Services sector. In order to free up some cash for under=represented sectors, my thinking is to reduce TD enough to achieve the target amount. I'm a bit uneasy with some of the recent negative issues with TD, but still would like to keep some due to its wide moat and 5i's opinion that perhaps its "problems" have been overplayed. Would you concur with my strategy? Thanks.
Read Answer Asked by Jerry on January 15, 2024
Q: Would you be able to provide me with a list of 3 CDN and 3 US stocks that you expect to have a significantly better overall return in the next 12-36 months than BEP and a brief comment on each as to why?

Please deduct as many credits as required,

Thanks,

Terry
Read Answer Asked by Terry on January 15, 2024
Q: Hello 5i
Could I have your assessment of AIT ?
Who are its peers and how would it rank amongst them?
Thank you
Dave
Read Answer Asked by Dave on January 12, 2024
Q: 5i has given our family some very good investment ideas. Among the good ones that have benefitted our accounts lately are LMN and HPS.A. Thank you for these. Using your crystal ball what would be your best suggestion for a couple of other similar stocks that might replicate these growth stories over the next year. Thank you.
Read Answer Asked by Terry on January 12, 2024
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